CABOT CORP. R (CBT.MU) Q2 FY2026 earnings call transcript
This article provides the earnings call transcript for Cabot Corp. (CBT.MU) Q2 FY2026. The call, powered by Quartr, took place on May 6, 2026, at 2:00 PM GMT+2, and features an introduction by Robert Rist, Vice President of Investor Relations. The content indicates that access to the full archive of historical transcripts requires a premium subscription.
Cabot (NYSE:CBT) Stock Rating Cut to "Hold" at Wall Street Zen
Wall Street Zen has downgraded Cabot (NYSE:CBT) from "Buy" to "Hold," aligning with the broader analyst consensus. The company recently reported Q3 EPS of $1.67, surpassing estimates, and revenue of $982 million, a 6.4% year-over-year increase. Despite a CEO stock sale, institutional investors hold a significant majority stake in Cabot.
Cabot Corporation (NYSE:CBT) Stock Rated "Hold" by Sell-Side Analysts
Cabot Corporation (NYSE:CBT) has received a consensus "Hold" rating from sell-side analysts, with an average 12-month price target of $89.00. The company reported strong Q2 earnings, beating EPS estimates and showing a 6.4% year-over-year revenue increase. Insider activity includes CEO Sean Keohane selling shares worth $11.5 million, while the company also pays an annualized dividend of $1.89 per share.
A cash-settled stock award gives Cabot (CBT) director Raffiq Nathoo 360.8113 units.
Cabot Corp. director Raffiq Nathoo was awarded 360.8113 Phantom Stock Units on September 30, 2026, each valued at $76.91. These units, which correspond one-for-one with Common Stock, are settled in cash upon the director's termination of service or according to their distribution election. Following this award, Nathoo's direct holding increased to 2,249.8641 Phantom Stock Units.
A retirement-plan grant adds 346.259 stock-linked units for Cabot (CBT)'s CEO.
Cabot Corp. (CBT) CEO Sean D. Keohane was granted 346.259 Phantom Stock Units on September 30, 2026, as part of the company's supplemental 401(k) plan. These units, valued at $76.91 each, will be settled upon his retirement or termination of service, bringing his total direct position to 48,460.8725 Phantom Stock Units. The filing indicates a neutral impact and sentiment, clarifying that these units do not represent actual shares but rather a stock-equivalent award.
Cabot (CBT) counsel acquires 44.8795 stock-linked units under its supplemental 401(k) plan.
Cabot Corporation's SVP and General Counsel, Karen A. Kalita, acquired 44.8795 Phantom Stock Units on September 30, 2026, under the company's supplemental 401(k) plan. These units are set to be settled upon her retirement or termination of service. Following this transaction, her direct holding of Phantom Stock Units totals 5,386.1563 units, with each unit valued at $76.91.
Cabot Corp CEO Sean D. Keohane Acquires 346 Phantom Stock Units via Supplemental 401(k) Plan
Sean D. Keohane, President and CEO of Cabot Corporation (NYSE:CBT), acquired 346.259 phantom stock units on September 30, 2026. This acquisition, made through the company's supplemental 401(k) plan, increased his total directly held phantom stock units to 48,460.8725. The units, priced at $76.91 each, will be settled upon Keohane's retirement or termination of service.
Cabot Corp SVP Karen Kalita Acquires Phantom Stock Units via Supplemental 401(k) Plan
Karen A. Kalita, Senior Vice President and General Counsel of Cabot Corp (NYSE:CBT), acquired 44.8795 phantom stock units on September 30, 2026, through the company’s supplemental 401(k) plan. This transaction increased her direct holdings to 5,386.1563 units, which are to be settled upon her retirement or termination of service. The units were priced at $76.91 each and convert to common stock on a 1-for-1 basis.
CBT.GP Bond Profile: Coupon and Redemption
This article provides a detailed profile of the Cabot Corporation's 7.28% bond maturing on October 21, 2027 (CBT.GP FINRA). It covers key facts about the issuer and the bond, including issue and maturity dates, face value, and minimum denomination. The profile also details interest payment information, such as the coupon rate, frequency, and upcoming payout schedule, along with bond redemption specifics.
CBT4847793 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the CBT4847793 bond issued by Cabot Corporation, outlining key facts such as issue and maturity dates, face value, and minimum denomination. It also details the bond's coupon payments, including the 4.00% semi-annual fixed rate, upcoming payout schedule, and redemption information. The bond is issued by Cabot Corp., a global specialty chemicals and performance materials company.
CBT6483410 Bond Profile: Coupon and Redemption
This article provides a detailed profile of the Cabot Corporation 4.95% 15-AUG-2029 bond (CBT6483410). It outlines key facts such as the issuer, issue and maturity dates, face value, and minimum denomination. The profile also includes information on coupon payments, redemption details, and a brief company description for Cabot Corp.
Cabot Reports Q3 2026 Results: Full Earnings Call Transcript
Cabot Corporation reported a 4% sequential increase in adjusted EPS for Q3 2026 to $1.67, driven by strong performance in its Performance Chemicals segment, and announced a leadership transition with Erica McLaughlin succeeding Sean Keohane as CEO. The company is focusing on growth in battery materials, expecting approximately $40 million in EBITDA for fiscal 2026 and expanding capacity in the US and China, while maintaining a strong balance sheet and capital allocation strategy. Despite market challenges like geopolitical uncertainties and raw material cost volatility, Cabot is tightening its fiscal 2026 EPS guidance to $6.15 to $6.45 and continues to invest in strategic growth opportunities and operational improvements.
State Street Corp Has $196.66 Million Stake in Cabot Corporation $CBT
State Street Corp increased its stake in Cabot Corporation by 6.8% in the second quarter, now holding 2.17 million shares valued at $196.66 million. Institutional investors own 93.18% of Cabot, while insider sales, including CEO Sean Keohane, totaled over $19 million. Cabot reported strong Q2 earnings, exceeding revenue estimates, and reaffirmed its fiscal 2026 EPS guidance.
Cabot Expands Battery Materials Platform With $50M DOE Grant
Cabot Corporation (CBT) will expand its domestic production of advanced conductive additives with a $50 million grant from the U.S. Department of Energy (DOE) and an additional $75 million of its own investment. This funding will support two brownfield expansion projects in Franklin, LA, and Pampa, TX, to meet the increasing demand for energy storage systems and electrification. The expansion is expected to be operational by late 2028 and will strengthen Cabot's competitive position in the North American battery market.
Cabot plans $125 million battery-materials expansion in Louisiana and Texas
Cabot Corporation is expanding its North American battery materials platform with a $125 million investment, supported by a $50 million grant from the U.S. Department of Energy. The expansion will increase domestic production of advanced conductive additives in Franklin, Louisiana, and Pampa, Texas, to meet rising demand from energy storage, AI infrastructure, and electrification. This move aims to strengthen the domestic battery supply chain and create jobs, with operations expected by the end of 2028.
1,660,122 Shares in Cabot Corporation $CBT Purchased by Bank of America Corp DE
Bank of America Corp DE has purchased 1,660,122 shares of Cabot Corporation (NYSE:CBT) worth approximately $150.8 million, acquiring a 3.22% stake in the specialty chemicals company. This transaction contributes to institutional investors collectively owning 93.18% of Cabot. The company recently exceeded earnings and revenue estimates, reporting $1.67 EPS and $982 million in revenue, and currently holds a consensus "Hold" rating from analysts with an average price target of $89.
Cabot Corporation to Expand North American Battery Materials Platform Through Modified $50 Million DOE Grant
Cabot Corporation announced a modified $50 million grant from the U.S. Department of Energy (DOE) to expand its North American battery materials platform. This investment, combined with approximately $75 million from Cabot, will boost domestic production of advanced conductive additives at facilities in Franklin, Louisiana, and Pampa, Texas. The expansion aims to meet the growing demand for battery materials in energy storage, AI infrastructure, and electrification, leveraging existing assets for accelerated development and job creation.
A $50 million grant backs Cabot’s planned U.S. battery expansion
Cabot Corporation has received a modified $50 million grant from the U.S. Department of Energy (DOE) to expand its North American battery materials platform, complementing its own $75 million investment. This funding will support the domestic production of advanced conductive additives at existing facilities in Franklin, Louisiana, and Pampa, Texas, aiming to meet the rising demand for battery materials in energy storage, AI infrastructure, and electrification. Both projects are expected to be operational by the end of 2028, leveraging existing assets for quicker development of a local supply chain.
Cabot (NYSE: CBT) CEO adds 283.6 phantom stock units to deferred stake
Cabot Corp's CEO, Sean D. Keohane, received an automatic credit of 283.6362 Phantom Stock Units on September 11, 2026. These units, which represent dividends on previously awarded phantom stock units, convert to common stock on a one-for-one basis and will be settled upon his retirement or termination of employment. Following this transaction, Keohane holds a total of 48,114.6135 Phantom Stock Units.
Cabot (CBT) director adds to deferred stock stake
Cabot Corp director Douglas G. DelGrosso was granted 30.628 additional phantom stock units on September 11, 2026, as dividend equivalents under the company's Non-Employee Director's Deferral Plan. This transaction increased his total phantom stock holdings to 5,195.5819 units, with each unit tied 1-for-1 to a share of common stock. These units will be settled after his board service concludes or according to his distribution election, and no Rule 10b5-1 trading plan was reported for this grant.
Cabot (CBT) officer credited phantom stock tied to retirement
Cabot Corp's VP, Controller & CAO, Lisa M. Dumont, received a credit of 4.4039 Phantom Stock Units on September 11, 2026, as a dividend-related grant under the company's Supplemental 401(k) Plan. These units, which mirror common stock on a 1-for-1 basis, will be settled in shares upon her retirement or termination of employment. Following this transaction, Dumont holds a total of 747.0562 Phantom Stock Units directly.
Erica McLaughlin to lead Cabot Corp. as it looks to expand into battery sector
Erica McLaughlin is set to become the first woman CEO of Cabot Corp. on October 1st, leading the company's expansion into the lithium-ion battery sector. Cabot Corp. plans to invest $125 million in two US manufacturing plants to boost production of conductive additives for batteries. The article also touches on other Massachusetts business news, including state support for early-stage biotechs, Massport CEO Rich Davey's pay raise, Tropical Foods selling to its employees, and Boston Casting winning an Emmy.
Kalita Karen A Granted 31 Derivative Securities in Cabot Corp at $79.68 Each
On September 11, 2026, Kalita Karen A, SVP and General Counsel at Cabot Corp, was granted 31 derivative securities, each valued at $79.68. This award constitutes approximately 0.6% of her total holding of 5,341 derivative securities in the company. The transaction, recorded with an SEC code 'A', provides insight into her overall position and a recent acquisition from Cabot Corp.
Cabot names interim CFO as McLaughlin becomes CEO
Cabot Corporation has appointed Steve Delahunt as interim Chief Financial Officer, effective October 1, 2026. This appointment follows Erica McLaughlin's transition from CFO to President and CEO, succeeding Sean Keohane. The company is actively searching for a permanent CFO.
Form 8K Cabot Corp For: 15 September By Investing.com
This article announces that Cabot Corp has filed a Form 8K for September 15. The brief piece indicates the availability of this regulatory filing from the company, which often contains details about significant events. The content primarily features market data and navigation, with the Form 8K announcement being the central information.
Cabot Corporation Appoints Steve Delahunt as Interim Chief Financial Officer
Cabot Corporation has appointed Steve Delahunt, Vice President and Corporate Treasurer, as interim Chief Financial Officer, effective October 1, 2026. This appointment follows Erica McLaughlin's election as President and CEO, and Delahunt will serve in the interim role while the company searches for a new CFO. Delahunt brings over 30 years of finance and treasury experience, having played a key role in the company's capital allocation and investor relations.
Cabot Corp Insider Dumont Lisa M Granted 4 Derivative Securities at $79.68 Each
Cabot Corp insider Dumont Lisa M was granted 4 derivative securities at $79.68 per share on September 11, 2026. This transaction increased her total derivative securities holdings to 747, with the new award representing approximately 0.6% of her total. Dumont Lisa M serves as the VP, Controller & CAO for Cabot Corp (NYSE: CBT).
California State Teachers Retirement System Has $508 Million Position in Cabot Corporation $CBT
The California State Teachers Retirement System significantly increased its stake in Cabot Corporation, now holding 5.59 million shares valued at approximately $508 million, representing 10.84% of the company. Cabot recently surpassed quarterly earnings and revenue expectations, guiding for fiscal 2026 EPS of $6.15–$6.45, and currently offers a $1.89 annualized dividend. Despite recent insider selling, institutional investors collectively own 93.18% of the specialty chemicals company.
Cabot Corporation $CBT Holdings Lifted by Hsbc Holdings PLC
Hsbc Holdings PLC significantly increased its stake in Cabot Corporation (NYSE:CBT) by 495.9% in the second quarter, bringing its total holdings to 18,575 shares valued at approximately $1.69 million. Institutional investors now collectively own 93.18% of Cabot's stock. Despite a generally cautious "Hold" rating from analysts with an average price target of $89.00, Cabot recently exceeded earnings and revenue expectations, reporting $1.67 EPS and $982 million in revenue, and maintains its fiscal 2026 EPS guidance.
Cabot (NYSE:CBT): Is the Market Too Cautious Now?
Cabot Corporation (NYSE:CBT), a specialty chemicals company, is facing mixed market sentiment despite exceeding recent earnings expectations. The article discusses how its diversified end-market exposure and financial discipline support its resilience, but ongoing industrial demand, raw material costs, and overall economic cycles remain critical factors shaping its future performance and market valuation. The central question is whether its recent operational strengths can be consistently maintained.
Cabot Corporation $CBT Position Raised by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
UBS Asset Management, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, increased its stake in Cabot Corporation (NYSE:CBT) by 16.4% in the second quarter, bringing its holdings to 110,259 shares valued at approximately $10 million. Institutional investors now collectively own 93.18% of the company. Cabot exceeded recent earnings and revenue estimates, reporting $1.67 in EPS on $982 million in revenue, and analysts maintain a consensus "Hold" rating with an average price target of $89.
Corient Private Wealth LP Takes Position in Cabot Corporation $CBT
Corient Private Wealth LP has acquired a new stake in Cabot Corporation (NYSE:CBT), purchasing 12,554 shares valued at approximately $1.14 million during the second quarter. This move comes as other institutional investors have also adjusted their holdings in the specialty chemicals company, with several analysts offering price targets and ratings, leading to a consensus "Hold" rating and an $89.00 price target. Meanwhile, CEO Sean Keohane recently sold a significant portion of his shares, though insiders still collectively own 3.08% of the company's stock.
23,283 Shares in Cabot Corporation $CBT Purchased by Jupiter Topco LLC
Jupiter Topco LLC recently acquired 23,283 shares of Cabot Corporation (CBT) worth approximately $2.1 million, part of broader institutional ownership of 93.18%. Analysts have a mixed outlook on CBT, with an average "Hold" rating and an $89 price target, despite the company exceeding Q2 earnings and revenue estimates and declaring a $0.4725 quarterly dividend. Insider activity shows CEO Sean Keohane sold 134,895 shares valued at over $11 million, reducing his stake by 25.03%.
Legal & General Group Plc Purchases New Position in Cabot Corporation $CBT
Legal & General Group Plc has acquired a new position in Cabot Corporation, purchasing 75,970 shares valued at approximately $6.9 million. Other institutional investors have also adjusted their holdings, with 93.18% of the stock owned by institutions. Cabot recently reported strong quarterly earnings, exceeding analyst estimates, and announced a quarterly dividend of $0.4725.
Cabot Corp president and CEO Sean Keohane sells $11.4 million in stock By Investing.com
Sean D. Keohane, President and CEO of Cabot Corp. (NASDAQ:CBT), sold 134,895 shares of company stock for $11,466,075 on August 28, 2026, following the exercise of employee stock options. He acquired these shares at $50.0 per share and sold them at $85.0 per share. After the transactions, Keohane holds 404,134 direct shares and 14,263.7411 indirect shares in Cabot Corp.
The Manufacturers Life Insurance Company Acquires Shares of 47,211 Cabot Corporation $CBT
The Manufacturers Life Insurance Company recently acquired 47,211 shares of Cabot Corporation (NYSE:CBT), valued at approximately $4.29 million, contributing to institutional investors and hedge funds owning 93.18% of the company. Cabot reported strong quarterly earnings of $1.67 EPS, exceeding estimates, with revenue up 6.4% year-over-year. Despite a recent sale of shares by CEO Sean D. Keohane, analysts maintain a consensus "Hold" rating with an average price target of $89.00, and the company announced a quarterly dividend of $0.4725 per share.
Cabot Corp president and CEO Sean Keohane sells $11.4 million in stock
Sean Keohane, President and CEO of Cabot Corp. (NASDAQ:CBT), sold 134,895 shares of company stock for over $11.4 million on August 28, 2026, following the exercise of employee stock options. After the transaction, Keohane still directly holds over 404,000 shares and indirectly holds additional shares through a 401(k) plan. This sale occurred as Cabot's stock showed a 26.92% year-to-date increase and after the company reported strong Q3 2026 earnings that surpassed analyst expectations.
Cabot Corporation CEO Sean D. Keohane Exercises Stock Options and Sells 134,895 Shares on August 28, 2026
Sean D. Keohane, President and CEO of Cabot Corporation, exercised employee stock options for 134,895 shares at $50 per share on August 28, 2026. On the same day, he sold all these shares at $85 per share. Following these transactions, Keohane directly owns 404,134 shares and indirectly holds 14,263.7411 shares through the company's 401(k) Plan.
Cabot Corp president and CEO Sean Keohane sells $11.4 million in stock
Sean D. Keohane, President and CEO of Cabot Corp (NASDAQ:CBT), sold 134,895 shares of company stock for $11.4 million on August 28, 2026, after exercising employee stock options. Post-transaction, Keohane directly holds over 404,000 shares and indirectly holds additional shares. This sale follows Cabot Corp's strong fiscal third-quarter results, which exceeded analyst expectations for earnings and revenue.
After $7.9M stock sale, Cabot (NYSE: CBT) insider plans another trade
Cabot Corporation insider Sean D. Keohane plans to sell 2,779 shares of common stock on or about August 24, 2026, following a stock option exercise. This proposed sale comes after he sold 91,923 shares for approximately $7.9 million on August 7, 2026. The transaction details were disclosed in a Form 144 SEC filing.
6,973,153 Shares in Cabot Corporation $CBT Purchased by BlackRock Inc.
BlackRock Inc. has acquired a significant new position in Cabot Corporation (NYSE:CBT), purchasing over 6.9 million shares valued at approximately $633 million. This acquisition makes BlackRock Inc. a major shareholder, owning about 13.51% of the company. Other institutional investors have also increased their holdings in Cabot, bringing total institutional ownership to 93.18%.
Cabot issues $350M of 4.950% notes due 2029 to refinance 2026 debt
Cabot Corporation (CBT) has successfully issued $350 million in 4.950% senior notes due 2029. The proceeds will be primarily used to refinance $250 million of 3.40% senior notes maturing in September 2026, aiming to reduce near-term debt obligations. The remaining funds are allocated for working capital and general corporate purposes, including repayment of commercial paper or revolver borrowings.
Cabot Corporation Announces Planned Leadership Transition
Cabot Corporation announced that President and CEO Sean Keohane will retire on September 30, 2026, and step down from the Board. Erica McLaughlin, currently Executive Vice President, CFO, and Head of Corporate Strategy, will succeed him as President and CEO, effective October 1, 2026. Keohane will remain in an advisory role through the end of 2026 to ensure a smooth transition, and a search for a new CFO has begun.
CBT6483410 Bond Profile — Key Metrics
This article provides a bond profile for Cabot Corporation's 4.95% bond maturing on August 15, 2029 (CBT6483410). It details key metrics such as the issuer, issue and maturity dates, outstanding amount, face value, and coupon rate. The profile also includes a brief description of Cabot Corporation, a specialty chemicals and performance materials company.
Denali Advisors LLC Trims Holdings in Cabot Corporation $CBT
Denali Advisors LLC has reduced its stake in Cabot Corporation (NYSE:CBT) by 18.9% in the second quarter, selling 20,212 shares but still retaining 86,707 shares valued at approximately $7.9 million. This adjustment comes as institutional investors collectively own 93.18% of Cabot's stock, and the company reported strong quarterly earnings of $1.67 EPS, beating analyst estimates, and a revenue increase of 6.4% year over year to $982 million. Despite a recent sale of shares by CEO Sean D. Keohane and mixed analyst ratings, Cabot declared a quarterly dividend of $0.4725 per share, maintaining a consensus "Hold" rating and an $89 price target.
Foster & Motley Inc. Invests $1.19 Million in Cabot Corporation $CBT
Foster & Motley Inc. has acquired a new stake of 13,152 shares in Cabot Corporation, valued at approximately $1.19 million during the second quarter. Other institutional investors like BlackRock Inc. and Deutsche Bank AG also increased their positions. This comes as CEO Sean D. Keohane sold over 91,000 shares, and analysts have issued mixed ratings for the specialty chemicals company.
CBT4847793 Bond Profile — Key Metrics
This article provides key metrics for the Cabot Corporation bond CBT4847793, which has a 4.0% coupon and matures on July 1, 2029. It details the bond's issue date, outstanding amount, face value, and minimum denomination. The article also includes a brief overview of Cabot Corp. as a global specialty chemicals and performance materials company.
CBT6483410 Bond Yield and Price — FINRA:CBT6483410
This article provides detailed information on the CBT6483410 bond issued by Cabot Corporation, including its yield, price, and key terms like coupon rate, maturity date, and face value. It also outlines bond information such as the issuer's sector, industry, and identifiers, along with a company profile of Cabot Corp. The page offers a glimpse into advanced bond data for registered users and lists various TradingView products and community features.
Oppenheimer Asset Management Inc. Makes New $4.53 Million Investment in Cabot Corporation $CBT
Oppenheimer Asset Management Inc. recently invested $4.53 million in Cabot Corporation, purchasing 49,852 shares. This new stake highlights institutional interest, as hedge funds and institutional investors collectively own 93.18% of the company. Cabot reported strong quarterly financials, beating analyst revenue and earnings estimates, and maintained its fiscal 2026 EPS guidance while also declaring a quarterly dividend.
Cabot Corporation Announces $350 Million 4.950% Notes Due 2029 Offering
Cabot Corporation has announced a $350 million offering of 4.950% notes due 2029, detailed in an 8-K filing with the SEC. The Underwriting Agreement was signed on August 12, 2026, with major financial institutions serving as lead underwriters. The offering is expected to close around August 21, 2026, subject to customary closing conditions.
